Operations Specialist

Alera Group•Radnor Township, PA

12d•Onsite

About The Position

The Operations Specialist supports Alera Group’s Wealth Services team, which helps individuals and families build, protect, and transfer wealth through financial planning and investment strategies. This on-site role contributes to client relationships, financial strategy, and operational excellence by providing client account service, supporting advisors, coordinating onboarding, and maintaining accurate operational and compliance records. The role serves as a first point of contact for client investment account service and administration. It supports a seamless client experience through meeting coordination, preparation, follow-up, and timely responses to client requests. The specialist also executes account and money-movement workflows, maintains client data and documentation, and supports administrative and operational projects. Alera Group describes itself as a nationwide organization founded in 2017 and the 14th largest broker of U.S. business. It emphasizes collaborative service, client impact, learning and growth, and offers structured professional development through Alera Group Academy. Compensation for this role is $65,000–$75,000 per year.

Requirements

At least 2 years of experience in operations, client service, financial services, or a related role.
Excellent verbal, written, and interpersonal communication skills.
Strong follow-up skills and the ability to meet deadlines independently.
Self-motivation and the ability to work independently and under direction.
Ability to work as a team player and support a wide range of tasks.
Active FINRA licenses, or the ability to obtain them within the agreed-upon timeline after hire, may be required.
Ongoing continuing education to maintain active licensure status, if applicable.

Nice To Haves

Experience supporting client onboarding and account administration processes.
Familiarity with CRM systems and document management tools.
Prior experience in an investment, wealth management, or financial services environment.
CFP® preferred or encouraged.
Analytical mindset and strong attention to detail.
Organization and time-management skills.
Relationship-building and collaboration skills.
Integrity and discretion when handling client information.
Accountability and follow-through.

Responsibilities

Serve as the first point of contact to service and administer client investment accounts.
Schedule and confirm client meetings.
Prepare for client meetings, including agendas, reports, organized notes, and follow-up actions.
Coordinate new-client onboarding by gathering, organizing, and validating required information.
Maintain accurate client data in CRM and document management systems.
Execute workflows to open and maintain accounts, process money movement, and fulfill client service requests.
Ensure documentation is complete, accurate, and aligned with internal processes and regulatory requirements.
Support administrative and operational projects, including running reports, maintaining logs, and entering data.
Provide timely, accurate, and responsive client service to advisors and internal teams.
Contribute to operational efficiency that enables advisors to focus on client relationships and growth initiatives.
Take ownership of follow-up items to promote consistency, accountability, and positive client outcomes.